Endowments & Foundations

James Ebenhoch

Endowment/Foundation Consultant

Why Your Organization Should Consider Planned Giving

January 13, 2016 | Investment Themes

Planned giving is a creative process of supporting nonprofits and charitable organization to enable philanthropic donors to make larger gifts than otherwise possible from annual disposable income. Planned giving is built on the premise of building relationships in a three-tiered, strategic …

Webinar: Challenges and Opportunities for Endowments & Foundations in 2016

December 29, 2015 | Investment Themes

Income scarcity in a low interest rate environment and drops in donor retention rates, are two examples of the challenges facing endowments & foundations in 2016. Nicholas Cintineo, Senior Investment Consultant, and James Ebenhoch, Endowment/Foundation Consultant, discuss our investment outlook and …

James Ebenhoch

Endowment/Foundation Consultant

Developing an Understanding of the Fundraising Cycle

November 23, 2015 | Investment Themes

An overview of recent giving trends tells the story by the numbers. Charitable giving is picking up speed and rose for the fifth year in a row in 2014, surpassing the peak in giving last seen before the Recession. Not surprisingly, Americans increased their charitable giving by 5.4%, to $358.38 …

Managing Spending Needs in Today’s Low Interest Rate Environment

July 20, 2015 | Wealth Management

Introduction For many investors, the need for current income to support spending needs is a primary investment objective. For example, investors that may place a priority on maintaining stability of current income needs include: High net worth investors in or near retirement Endowment/ …

Nicholas Cintineo, CFA®, CIPM®

Senior Investment Consultant

Should My Foundation Commit to a Multi-Year Grant?

April 28, 2015 | Investment Themes

The stock market continues to reach new highs and philanthropic giving has more than fully recovered from the fall during the credit crisis of 2008-2009. According to the Foundation Center’s “Key Facts on U.S. Foundations” report, grants from private and community foundations were estimated to …

Charitable Giving in a Low Interest Rate Environment

March 12, 2014 | Wealth Management

Introduction There are numerous types of charitable giving vehicles available to those who have a desire to make substantial gifts to charity. If used effectively, charitable giving can be an important component of a strategic financial plan that benefits both the donor and the charity. To do so, …


Loading...